OLED performance analysis in the first half of 2020

The cover window material of Samsung Electronics 'Galaxy Z Fold 2' which will be released in the second half of this year, is UTG like 'Galaxy Z Filp'. The reason why Samsung Electronics prefers UTG is analyzed for its sense of luxury, differentiation, and sensitivity for the touch pen expected to be applied in the future. In 2021, the market for over 10 million foldable phones is expected to expand, and the main cover window material of Samsung's foldable phones will be UTG. To respond to this, Dowooinsys should increase their capacity.

Smartphone OLED shipments plummeted to 87 million units in the second quarter of 2020

The cover window material of Samsung Electronics 'Galaxy Z Fold 2' which will be released in the second half of this year, is UTG like 'Galaxy Z Filp'. The reason why Samsung Electronics prefers UTG is analyzed for its sense of luxury, differentiation, and sensitivity for the touch pen expected to be applied in the future. In 2021, the market for over 10 million foldable phones is expected to expand, and the main cover window material of Samsung's foldable phones will be UTG. To respond to this, Dowooinsys should increase their capacity.

Will Dowooinsys expand UTG lines to prepare for the foldable phone market?

The cover window material of Samsung Electronics 'Galaxy Z Fold 2' which will be released in the second half of this year, is UTG like 'Galaxy Z Filp'. The reason why Samsung Electronics prefers UTG is analyzed for its sense of luxury, differentiation, and sensitivity for the touch pen expected to be applied in the future. In 2021, the market for over 10 million foldable phones is expected to expand, and the main cover window material of Samsung's foldable phones will be UTG. To respond to this, Dowooinsys should increase their capacity.

Published The Chinese OLED Industry Trend Report for The First Half of 2020

UBI Research published a report on trends in China related to the OLED industry at the end of the first half of 2020. In 2020, 1Q China's OLED sales were $842 million, despite a Corona 19 crisis, up 1.7% QoQ and 59.4% YoY. China's OLED shipments are 23% of the total market as of 2020, and it is expected to expand to 45% in 2025.

Material Science Co., Ltd. develops high-purity blue light-emitting material with a half width of 11 nm

In OLEDs which are currently leading the display industry for mobile devices and TVs, blue material is still using fluorescent material unlike red and green. Currently, a lot of light emitting material companies are trying to improve the efficiency, lifespan, and color purity of blue light emitting materials, also next-generation materials such as phosphorescence, TADF, and hyper-fluorescence as well as actively developing luminous efficiency by controlling emission wavelengths.

Investment of 43.75 billion yuan, investment of new Micro OLED factory in China

According to China's Fujian Daily, a large-scale investment agreement has been recently signed in Quanzhou, China. According to the contents of the agreement, the contents of various agreements including the Micro OLED project, high-purity electronic materials, lithium hexafluorophosphate project, China Datang 5G Southeast Industrial Base project, and integrated circuit start-up investment fund business are included. It consists of high-tech IT industries such as manufacturing, digital economy, and financial services.

Samsung's QNED, will make a sensation in the TV and display markets?

QNED (Quantum dot nanorod LED), which is known to be under development by Samsung, is becoming a hot issue in the display industry in 2020. With the emergence of micro LEDs, followed by CRTs, PDPs, LCDs, and OLEDs as TV displays, the industry is interested in whether QNED could be another new technology.

78.6 tons of OLED emitting material demand increased by 5.6% in 2020

According to the 2020 OLED emitting material report published by UBI Research, the demand for emitting materials in 2020 is 78.6 tons, which is 4.2 tons higher than last year's 74.4 tons. The material used for OLEDs for smartphones and mobile devices is 62.9 tons, and the OLED emitting material for TVs is expected to be 15.7 tons.

2020 OLED market change by coronavirus

According to UBI Research's report on changes in the OLED market caused by coronavirus, the forecast for the 2020 OLED modification market is $ 36.7 billion in sales and 612 million units. This is a decrease of 4.8% and 7.6%, respectively, from the expected sales of $ 38.5 billion and shipments of 6.6 million units at the beginning of the year.

Samsung Display QD-OLED investment timing forecast

Samsung's LCD business, which began in 1991, will be suspended in 2021. Samsung's LCD business is completely closed after a 30-year lifespan. Samsung foresaw the limitations of the LCD business 10 years ago and stopped investing in the 10G. Instead, Samsung Electronics has separated the LCD business to create a Samsung Display combined with Samsung SDI's OLED and has been preparing for a new display era.

JDI decided to sell LCD production equipment to a foreign client for 200 million dollars.

JDI announced that it has agreed to sell production equipment at its plant in Hakusan, Ishikawa Prefecture, to a foreign client for 200 million dollars. The Hakusan plant was JDI's mainstay factory, producing LCD panels for Apple. The plant was halted in July last year due to sluggish demand. JDI plans to clean up excess facilities that have caused poor performance.

Foldable OLED UTG market expected to grow rapidly

As Samsung Electronics' Galaxy Z Flip continues to be sold out in the market, Samsung Display's foldable OLED cover window UTG (ultra thin glass) market is expected to grow rapidly. According to UBI Research's first quarter 2020 parts and materials market track, the UTG market is expected to grow to $ 160 million this year and to $ 640 million in 2023.

Samsung Display, LG Display, and OLED sales depend on the operation of the Vietnamese module factory

Samsung Display and LG Display, whose business trip to Vietnam was blocked by the Corona virus, are trying to prevent delays in OLED production by launching charter.

The OLED emitting material market will grow to $ 1.9 billion by 2020

UBI Research(www.ubiresearch.com), a company specializing in…

2020 OLED Manufacturing Equipment Market Forecast

According to UBI Research's annual equipment market track for 2020, the OLED manufacturing equipment market is expected to reach $ 9.51 billion in 2020. This is an increase of $ 0.03 billion compared to $ 9.48 billion in 2019.

The impact of the corona virus on the OLED market in 2020

Dark clouds are approaching Korean industry by the corona virus that has been blown since the beginning of the year. Wuhan, the birthplace of the corona virus, is badly affecting the Chinese display industry because it is a key place where Chinese display makers are building large production bases.

Galaxy S20 series, Korea's first day of opening about 70,000 units

The opening volume of Samsung's new smartphone Galaxy S20 series on the first day in Korea is half that of last year's Galaxy S10. According to the Korean telecommunications industry on February 28, the opening volume of the Galaxy S20 series is estimated at about 70,800 units. This figure is about 50% lower than the 140,000 units of the Galaxy S10, which was released in March last year.

IPhone shipments may drop sharply in 1Q

The impact of China's corona virus is expected to reduce iPhone production by 50% year-on-year. Foxconn's iPhone plants are located in Zhangzhou and Shenzhen, China, where 90% of the iPhone is manufactured.

Estimated OLED shipments by 2020 will be 662 million units

According to UBI Research's “2020 OLED Annual Report”, OLED sales in 2020 are expected to be $ 38.5 billion, an increase of 17.5% from the sales of $ 32.8 billion in 2019.

Foldable Phone Cover Window Material Competition To Heat up.

Ahead of Samsung Electronics' unpacking event, interest in the foldable phone cover window material is hot. There was a concerned surprise that the Galaxy Fold, which was scheduled to be released in the first half of last year, was delayed for several months due to the tearing issue of the protective film. This year’s concern is whether Ultrathin Glass (UTG), which has emerged as a substitute for Colorless Polyimide (CPI), can be mass-produced without major issues.